Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
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Nicole  Elbert

Nicole Elbert

Herriman,UT

Summary

A highly motivated and experienced Business Advisor with a proven track record of successful implementation of new D&S system changes and rollout plans. Expertise in developing and delivering training programs and communication strategies to support both new and existing employees through transitions in a P&C contact center environment. Adept at identifying compliance and profit growth opportunities, providing guidance on procedure and process improvements to influence business optimization. Possessing in-depth knowledge of P&C contact center processes and procedures with proven analytical skills, and ability to solve complex problems. A highly effective communicator at all levels, especially in project settings. Embraces an Agile mindset and brings 20 years of P&C Sales and Servicing experience. Completed Artificial Intelligence: Implications for Business Strategy with MIT Sloan School of Management in April 2025. Proud prior Military spouse. Seeking to leverage my skills and experience as a Business Advisor Senior to drive performance, enhance employee development, and contribute to the success of USAA.

Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.

Experienced with team leadership, strategic planning, and operational management. Utilizes effective communication and organizational skills to drive project success. Track record of fostering productive work environments and achieving set goals.

Overview

20
20
years of professional experience

Work History

Manager, Insurance Sales and Service (Remote)

USAA
03.2016 - Current
  • LAB's Ideas Automate Common Property Letter to Support BCC Implemented (2025)
  • Served in various Point of Contact (POC) roles, including Quality and Mission, LABs, and Mission Accomplishment, to effectively communicate with leaders and employees, identify areas for improvement, and drive positive change within the organization.
  • Successfully led a team remotely since 2018, demonstrating expertise in virtual team management and communication.
  • Actively participated in a work-from-home workstream, contributing to the communication and evolution of processes related to IPS (Internet Protocol Service) meeting criteria, ensuring optimal performance and security for remote employees.
  • Led re-design of USAA’s Route 365 to improve the first-year employee experience, resulting in a 15% increase in first-year employee satisfaction scores.
  • Spearheaded re-design of NET Leadership Expectations for new hire teams, ensuring alignment with USAA's culture and performance goals.
  • Managed and coordinated the Senior Deployment program, providing managers with effective coaching strategies for new employee development.
  • Managed, led, and facilitated Voice of the Employee exercises, empowering employees and driving positive organizational change, leading to a 10% improvement in employee engagement scores.
  • Developed and enhanced the Senior Support Project to enable experienced team members to provide coaching and support to neighboring districts.
  • Managed and led employee-driven workstreams to improve processes and enhance employee engagement.
  • Facilitated coaching calibrations with leadership to ensure consistency in coaching methodologies and technical accuracy across teams.
  • Contributed to the re-design of state-specific training programs to meet evolving business needs and compliance requirements.
  • Facilitated training activities for non-core new hires, consistently achieving a 90% or higher rate of students excelling to UPT (Up to Proficiency).
  • Served as a Subject Matter Expert (SME) for leadership and district compliance, providing technical expertise and guidance.
  • Collaborated with Member Contact Learning to develop umbrella curriculum for non-core senior specialists, enhancing their skills and knowledge.
  • Created training curriculum for new and incumbent employees, improving their understanding of billing requirements and practices.
  • Coordinated Y-cording sessions floor-wide with incumbent employees, contributing to managers' achievement of targeted goals.
  • Facilitated training for all non-core employees in Auto, Advanced Auto, and Renters/VPP through the TIP (Theory In Practice) program.
  • Provided relationship sales coaching and continuous training as a Relationship Sales Pro, improving sales performance and member satisfaction.

Consumer Lending Specialist

USAA FSB
06.2005 - 05.2007
  • Top Auto loan closer using the “one and done” philosophy, demonstrating efficiency and customer service skills.
  • Deepened relationships with members by offering a wide range of banking solutions, contributing to increased customer loyalty and cross-selling opportunities.

Education

Undergraduate - Business Communications

University of Phoenix
Phoenix, AZ
01.2015

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MIT Management Sloan School
04.2025

Skills

  • Leadership Skills: Coaching, Mentoring, Team Leadership, Training & Development, Performance Management, Change Management
  • Business Advisory & Analysis: Business Process Improvement, Project Management, Risk Management, Compliance, Data Analysis, Root Cause Analysis, Process Optimization, Strategic Planning, Lean Six Sigma
  • Technical Skills: Microsoft Office Suite (Excel, PowerPoint, Word, Visio), SalesForce, Pylon, Agile Methodologies
  • Communication & Interpersonal Skills: Excellent Communication (written and verbal) at all levels, Stakeholder Management, Influencing, Active Listening, Presentation Skills, Project Communication, Agile Communication Practices
  • P&C Expertise: 20 years of P&C Sales and Servicing, Contact Center Processes, Regulatory Requirements (P&C), Underwriting Knowledge
  • Certifications: CPM (Certified Project Manager) Certified (2020)
  • Complex Problem-solving
  • Verbal and written communication
  • Staff training and development
  • Staff management
  • Task delegation
  • Documentation and reporting
  • Goal setting
  • Relationship building
  • Strategic planning
  • Operations management
  • Project management
  • Cross-functional teamwork
  • Project planning
  • Sales techniques
  • Performance evaluations
  • Business planning
  • Key performance indicators
  • Clear communication
  • Employee onboarding

Accomplishments

  • Supervised team of 19 staff members.
  • Used Microsoft Excel to develop attendance tracking spreadsheets.

Interests

  • Cooking
  • Gym Workouts
  • Exploring famous landmarks, historical sites, and cultural attractions in a new destination
  • Golfing

Timeline

Manager, Insurance Sales and Service (Remote)

USAA
03.2016 - Current

Consumer Lending Specialist

USAA FSB
06.2005 - 05.2007

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MIT Management Sloan School

Undergraduate - Business Communications

University of Phoenix